Funder DirectoryTW LUCILLE A HEROLD -CO-TRUSTEE 26-209270
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Private foundation (trust)EIN 146100040Est. 1976-07

TW LUCILLE A HEROLD -CO-TRUSTEE 26-209270

NEW YORK, NY 10001

Total Assets

$2.9M

FY 2024

Annual Giving

$106K

FY 2024

Grants Made

11

FY 2024

Avg Grant

$10K

FY 2024

Grant Range

$1K–$20K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$85K

Total Expenses

$148K

Qualifying Distributions

$114K

Distributable Amount

$125K

Min. Investment Return

$126K

Undistributed Income

$51K

Payout rate 91%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.91%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

11 grants

Grant sizes from minimum $1K through median $10K to maximum $20K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2019 to 2024. Peak $201K in 2019. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

54 grants

CAPITAL ROOTS
$120K
5 grants
AVERILL PARK EDUCATION
$67K
5 grants
WILDWOOD FOUNDATION
$56K
5 grants
CAPITAL REPERTORY THEATRE
$55K
3 grants
RENSSELAER COUNTY
$55K
2 grants
THE ARTS CENTER OF THE
$40K
3 grants
HART CLUETT MUSEUM AT HISTORIC RENSSEL
$30K
2 grants
TROY CHROMATIC CONCERTS INC
$25K
4 grants

Grant Size Distribution

54 grants

<$10K
33
grants
$10–50K
21
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

New York
$653K
100% of total

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TW LUCILLE A HEROLD -CO-TRUSTEE 26-209270 — Grants, Financials & Contact | Grantivo